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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,750 | $121,701-47.6% | $104,639-39.1% | $158,982-59.9% |
| Participation rate | 83.3% | 77.5%+5.8pp | 74.1%+9.3pp | 82.0%+1.4pp |
| Annual return | 9.71% | 465.72%-456.0pp | 340.67%-331.0pp | 302.99%-293.3pp |
| Employer contribution / active EE | $1,107 | $3,165-65.0% | $2,682-58.7% | $4,763-76.8% |
| Participant deferral / active EE | $3,839 | $4,176-8.1% | $3,738+2.7% | $5,983-35.8% |
| Admin fee / account holder | $130,279 | $7,778+1575.0% | $6,465+1915.0% | $11,252+1057.9% |